HomeMy WebLinkAbout07-16-10 (3)i NOTICE OF INHERITANCE TAX
APPR~ SEM~:1~1-~ OWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES ~~'-{_'. ~.~_..~~~
INHERITANCE TAX DIVISION OF'+ ODE "US`T' d AND ASSESSMENT OF TAX
PO BOX 280601 ,•, ,~ ;r ~ ~~,er~!
HARRISBURG PA 17128-0601 ~ ti ~.: ~ ~- ~ ~~
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CLEF'S ~~~_
JAMES D FLOWER JR ES ORPHf~`S ~,,~,`~~T{./~6
26 W HIGH ST "`" r'. _ ,
CARLISLE PA 17013
Pennsylvania ~
DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-09)
DATE 07-13-2010
ESTATE OF NELSON JAMES B
DATE OF DEATH 10-20-2009
FILE NUMBER 21 09-1035
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 09-11-2010
(See reverse side under Objections
Amount Remitted -~
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE --~ RETAIN LOWER PORTION FOR YOUR RECORDS ~--
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REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: NELSON JAMES BFILE N0.:21 09-1035 ACN: 101 DATE: 07-13-2010
TAX RETURN WAS: ( ) ACCEPTED AS FILED C )O CHANGED SEE ATTACHED NOTICE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RET URN
1. Real Estate (Schedule A) C1) 105, 000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) ,0 Q credit to your account,
0 0 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) t3) . of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) •0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 3 0,04 7.5 8
6. Jointly Owned Property (Schedule F) (6) 2, 310.32
7. Transfers (Schedule G) (7) 19,532.73
8. Total Assets (8) 156 , 890.63
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 7,5 08.30
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 21 , 975.55
11. Total Deductions (11) 29,483.85
12. Net Value of Tax Return C12) 127,406.78
13. Charitable/Governmental Bequests; Non-elected 9113 Tr usts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax (14) 127,406.78
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
(15) .00 X 00 = .00
(16) 17?,196.47 x 045 = 5,048.85
(17) tS.?10_?~1 x 12 = 1,825.24
(19)= 6 , $74.09
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
01-07-2010 CD012206 289.47 5,500.00
04-23-2010 CD01265b .00 407.34
INTEREST IS CHARGED THROUGH 07-28-2010
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
TOTAL TAX PAYMENT 6,196.81
BALANCE OF TAX DUE 677.28
INTEREST AND PEN. .60
TOTAL DUE 677.88
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
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REV-1470 EX (01-10)
~ enns Lvania INHERITANCE TAX
p y
DEPARTMENT OF REVENUE EXPLANATION
BUREAU OF INDIVIDUAL TAXES OF CHANGES
PO Box 280601
P 7 - 6
DECEDENT'S NAME FILE NUMBER
James B. Nelson 2109-1035
REVIEWED BY ACN
Anita McCully 101
ITEM
SCHEDULE NO, EXPLANATION OF CHANGES
F Siblings are taxable at the rate of 12% for dates of death on or after 07-01-2000.
G 3 & 4 Siblings are taxable at the rate of 12% for dates of death on or after 07-01-2000.
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